457 Rollover

What is a 457 Rollover?

457 plans are retirement plans that are sponsored by US governmental entities and certain tax-exempt organizations.  When you terminate your employment and have assets in a 457 plan, you can elect to transfer or rollover your 457 plan to a Rollover IRA. Some investors believe it is advantageous to do a 457 rollover versus leaving their 457 money in their ex-employer's 457 plan or transferring their assets into their new employer's retirement plan.

A significant advantage of a 457 rollover to a Rollover IRA is increased investment flexibility.  A client with a BCM Rollover IRA can invest in stocks, bonds, institutional money managers and over 10,000 mutual funds.

Learn more about the advantages of a 457 rollover.

   Need Help or Advice?  |  Open a 457 Rollover

Disclosures:

*  The information on this page is for informational purposes only and does not constitute, and should not be construed as, professional, legal or tax advice. To determine your individual tax situation and specific needs, please consult a professional tax advisor.

* Information contained in these sections merely highlight some benefits. There are risks involved with all investments that could include tax penalties and risk/loss of principal.